Founder / Managing Partner
Dave Ramsey SmartVestor Pro in Idaho
Serving Idaho families with debt elimination, retirement planning, and disciplined, principle-based investing for over 35 years.
What Is a SmartVestor Pro?
Not just anyone can be a SmartVestor Pro. Dave Ramsey's team has vetted thousands of financial professionals across the country to find the ones who meet their standard. SmartVestor Pros must follow a Code of Conduct and are committed to education and empowering the people they work with, not just managing their money.
Alpha 3 Wealth Management is proud to be a SmartVestor Pro firm serving Idaho families.
Why It Helps to Be a SmartVestor Pro and Fiduciary.
Read ‘What is a Fiduciary Financial Advisor, And Why Does It Matter for Your Retirement?’
What SmartVestor Pros Help With
Eliminate Debt
Building a real plan to get out from under debt, not just a budget spreadsheet.
Build Wealth
Disciplined, principle-based investing built around your goals and timeline.
Give Generously
Structuring charitable giving so it's part of your plan, not an afterthought.
We also help with emergency savings, retirement planning, and college savings, all built on the same practical, no-nonsense principles Dave Ramsey teaches.
Meet Your Coeur d’Alene
Fiduciary Financial Advisors
Alpha 3 Wealth Management is a veteran-owned firm founded on Vision, Integrity, and Purpose. Our team brings decades of combined experience serving Coeur d’Alene families.
Founder / Managing Partner
Legacy Partner
Frequently Asked Questions
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1. What is Dave Ramsey's SmartVestor program?
SmartVestor connects people with local financial professionals who've been vetted by Dave Ramsey's team for experience and service. It's not a referral for hire, it's a way to find advisors held to a specific standard.
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2. Is SmartVestor Pro free?
Being matched with a SmartVestor Pro through the program doesn't cost anything. Any fees for the actual financial services you receive depend on the advisor and the services you choose.
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3. Do I need to be debt-free to work with a SmartVestor Pro?
No. We work with people at every stage, including those actively working through Dave Ramsey's debt elimination steps.
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4. Is a SmartVestor Pro the same as a fiduciary?
Not entirely; those are two different standards. Alpha 3 Wealth Management is both a SmartVestor Pro firm and a fiduciary, meaning we're legally required to act in your best interest.
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5. What's the difference between SmartVestor Pro and your other services?
SmartVestor Pro reflects our investing philosophy and Dave Ramsey affiliation. It works alongside our other services, like retirement planning and investment management, rather than replacing them.